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FDIQ and KMID share 10.8% of their holdings.
| Side by side | FDIQ | KMID | MVFD |
|---|
| Strategy | Sectors · Financials | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.80% | 1.10% |
| Cost per year on $10k | $35 | $80 | $110 |
| Trailing 12-mo yield | 1.96% | 0.11% | 1.30% |
| Income per year on $10k | $196 | $11 | $130 |
| YTD | — | +2.1% | +22.0% |
| 1 year | — | +2.2% | +25.0% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | — | −10.7% | −9.1% |
| Volatility · 1Y | — | 14.8% | 14.6% |
| Holdings | 32 | 217 | 42 |
| Assets | $43M | $52M | $142M |
| Leverage | None | None | None |
| Since | 2011 | 2024 | 2024 |
Highlighted = best in the row. Returns include dividends.